See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,184 | $104,974+145.0% | $95,585+169.1% | $142,382+80.6% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.1%+9.7pp | 80.1%+1.7pp |
| Annual return | 13.84% | 210.33%-196.5pp | 38.56%-24.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,637 | $2,779-41.1% | $2,527-35.2% | $4,299-61.9% |
| Participant deferral / active EE | $4,867 | $4,352+11.8% | $4,023+21.0% | $6,507-25.2% |
| Admin fee / account holder | $1,249 | $6,386-80.4% | $6,127-79.6% | $12,624-90.1% |